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Kurt Scott Grove

Sws Partners, LLC

Columbus, OH

CRD 6094909

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Employer firm

Sws Partners, LLC CRD 281838

$443M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • DATA AGGREGATION & REPORTING FOR FAMILY OFFICE

From the firm’s Form ADV. Read the guides:

Current Employers
Sws Partners, Llc

230 West Street Suite 500, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-05-24
  • OH RA
    APPROVED
    Since 2022-05-24

Branch Locations

230 West Street Suite 500, Columbus, OH 43215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sws Partners, Llc Columbus OH 05/2020 Present
Ohio Public Employee Retirement System Columbus OH 10/2015 05/2020
  • 05/2020 → Present
    Sws Partners, Llc
    Columbus, OH
  • 10/2015 → 05/2020
    Ohio Public Employee Retirement System
    Columbus, OH
Designations
  • Chartered Financial Analyst
Other Names
  • Kurt Grove

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
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